1. Steve York

    Steve York

    Director at PKF Francis Clark

    Steve York

    Steve York

    Director at PKF Francis Clark

    Biography:

    Steve is a private client tax director with PKF Francis Clark, with over 25 years' experience in advising private clients on wide range of tax matters.

    Steve has a particular focus on advising property owners as well as on capital gains tax and inheritance tax planning, complex tax compliance for individuals and trusts, residency matters and stamp duty land tax.

    Steve has presented at a number of events including for property investors, furnished holiday letting operators and solicitors. He has contributed to a number of specialist tax publications including Tolley's Capital Gains Tax Planning.

    Steve is a member of the ATT (Fellow) and CIOT.

  2. Sheridan Gray

    Sheridan Gray

    Tutor at Tolley

    Sheridan Gray

    Sheridan Gray

    Tutor at Tolley

    Biography:

    Sheridan joined Tolley in 2019 and teaches across the ATT, CTA and ADIT qualifications.

    Sheridan started his career in tax in 2008 with Grant Thornton in the Large International Corporation Tax team.  He then became a tax tutor at BPP in 2012 teaching across the ATT, CTA, ICAEW, ACCA and AAT qualifications.

    Sheridan is ACA and CTA qualified.

  3. Barbara Pollicina

    Barbara Pollicina

    Chartered Accountant at PKF Studio TCL - Tax Consulting Legal

    Barbara Pollicina

    Barbara Pollicina

    Chartered Accountant at PKF Studio TCL - Tax Consulting Legal

    Biography:

    Barbara is Founder and Managing Partner of PKF Studio TCL - Tax Consulting Legal based in Italy, in Genoa Milan and Rome, www.studiotcl.com.

    Barbara qualified as a Chartered Accountant, at Genoa’s Order of Chartered Accountants, in 2003. Since then, she has gained more than twenty years of professional experience in corporate tax and corporate consulting during the professional career as Director at Deloitte’s Corporate Tax Office; as partner in Primary Tax and Corporate Consultancy Firm in Genoa and Milan; registered for over 15 years in the Register of Auditors, now Statutory Auditors.

    During her professional activity, she has gained experience in the field of tax and corporate accounting consulting, M&A, Due diligence, even in international environments, during the experience gained at Deloitte and within PKF international network, business evaluations, valuations, fairness opinion, pre-litigation and tax litigation management, insolvency proceedings, separate and consolidated financial statements, application of IAS-IFRS.

    Barbara is also a member of Tax&Legal Commission in AIFI (Italian Private Equity, Venture Capital and Private Debt Association), which the PKF Studio TCL is associated with.

    She has performed as speaker and publicist in topics of Permanent Establishment, Tax Inversion, Responsibility of the Statutory Auditor of the Portfolio Company (Private Debt Sector) and Family Office.

  4. Liz Halford

    Liz Halford

    Head of Learning Resources / Head of Bristol at Tolley

    Liz Halford

    Liz Halford

    Head of Learning Resources / Head of Bristol at Tolley

    Biography:

    Liz started her career with EY in Bristol in 1992, where she passed the AAT exams and then trained as a Certified Accountant. Once qualified, she became involved in the recruitment and internal training of graduate accounting and tax trainees at EY. She joined BPP Bristol as a tutor in 1999 and passed CTA in May 2007, winning The Ian Walker Medal for the highest mark in Paper I.

    Over her last 5 years at BPP Liz managed Bristol Tax Courses, taught across a broad range of qualifications and subject areas and wrote materials for CTA, ATT and ICAEW exams.

    Liz joined Tolley Exam Training in 2012 as a tutor and a writer. Liz is head of the Bristol Centre and provides an unrivalled level of service to local clients and students, and manages the learning resource nationally.

    Liz still loves being in the classroom, and teaches across the CTA and ATT qualifications.

  5. Joseph Slane

    Joseph Slane

    Professional Support Lawyer at Turcan Connell

    Joseph Slane

    Joseph Slane

    Professional Support Lawyer at Turcan Connell

    Biography:

    Joe Slane is a Professional Support Lawyer at Turcan Connell. He works closely with the partners, solicitors, and other practice groups within Turcan Connell to develop and maintain the knowledge resources for the Tax and Succession team. Joe is a member of the Society of Trust and Estate Practitioners (STEP) Scotland Branch Committee.

  6. David Missen

    David Missen

    Partner at Larking Gowen

    David Missen

    David Missen

    Partner at Larking Gowen

    Biography:

    David is a former partner in, and consultant to Larking Gowen, based in East Anglia, specialising in agriculture and associated private client work. He is a founder member and past chairman of the ICAEW Farming and Rural Business Community and the group’s subject matter expert. Since retiring from practice David continues his involvement with agriculture, both as a speaker at training conferences and as a farmer in his own right.

  7. Chris Holmes

    Chris Holmes

    Tax Director at BDO LLP

    Chris Holmes

    Chris Holmes

    Tax Director at BDO LLP

    Biography:

    Chris is a Tax Director at BDO LLP, specialising in all aspects of owner managed business, and is recognised as a champion on such diverse topics as transactions, property, and pensions.


    He also leads the BDO pensions and financial product tax advisory teams and is a consultant in BDO’s tax support for professionals team (advising other accountants, lawyers and tax professionals whether in house or in practice).


    Chris also contributed to Tolley Guidance Employment Tax module re: pensions.

  8. Mairead Hennessy

    Mairead Hennessy

    Owner at Taxkey

    Mairead Hennessy

    Mairead Hennessy

    Owner at Taxkey

    Biography:

    Mairéad Hennessy founded Taxkey in 2016 as a tax practice that works closely with accountants, solicitors and financial advisors to deliver strategic and proactive tax solutions for Irish businesses and their owners.

    Mairéad specialises in delivering bespoke tax solutions to SME owners on matters including business succession planning, optimising corporate structures, personal retirement and estate planning, Irish gift and inheritance tax, property transactions and VAT.

    Mairéad is passionate about delivering the highest quality tax advice in a practical, timely and confidential manner.

    Mairéad is a Chartered Tax Advisor (CTA AITI) and Fellow of Chartered Accountants Ireland (FCA) and holds a Bachelor of Business and Law (BBLS) from UCD and a Masters in Accounting (MAcc) from the Michaels Smurfit School of Business.

    Prior to setting up Taxkey, Mairéad held tax roles in a “Big 4” accountancy practice, a top 5 Irish law firm, a small accountancy firm and most recently headed up the tax function in a large Irish corporate group.

  9. Therese Walerholt

    Therese Walerholt

    Senior VAT Specialist at PKF Revidentia

    Therese Walerholt

    Therese Walerholt

    Senior VAT Specialist at PKF Revidentia

    Biography:

    Therese advise Swedish and foreign companies in VAT issues. Therese is specialised and mostly hired when the Swedish Tax Agency’s files lawsuits against companies concerning VAT.

    Therese has experience from the Swedish Tax Agency, as a Law Clerk at the Stockholm Administrative Court, working with VAT for Mazars and EY, as well as other firms. She lectures paralegal law students at Påhlmans Institute of commerce. She has also published several articles in Bloomberg, in Svensk Skattetidning, and Legally Yours focused on VAT.

    Therese also gives advice when clients move into new markets or enters a new business field, and for the ongoing business. She also help her clients in obtaining advance rulings from the Swedish Skatterättsnämnden.

    With a broad mindset, integrity, deep knowledge, and an attitude to always look for the customer needs Therese has a great track record for her clients. Her clients are in many branches; IT, real estate, animation, outdoor life, construction, building, finance etc.

  10. Giovanni Faria Milet Brandao

    Giovanni Faria Milet Brandao

    Attorney at Law at Andersen Ballão Advocacia

    Giovanni Faria Milet Brandao

    Giovanni Faria Milet Brandao

    Attorney at Law at Andersen Ballão Advocacia

    Biography:

    Giovanni is an attorney at a top-tier law firm, specializing in tax litigation and consultancy. With extensive experience in both personal and corporate taxation, he has been a key member of the tax department at Andersen Ballão since 2019, where he has continuously expanded his portfolio by assisting multinational enterprises.

    Giovanni's expertise encompasses tax compliance for corporations and family offices, with a strong focus on resolving complex tax litigation cases before the Brazilian Tax Authorities. His experience spans a wide range of areas, including income tax assessments, the collection of state and municipal taxes on services and property, as well as international tax planning.

    An emerging author in tax law, Giovanni has crafted numerous legal opinions for individuals and corporations around the world, always employing innovative thinking and a problem-solving approach. He also serves as a guest lecturer in tax law at a university in Brazil.

    As a partner at Andersen Ballão, Giovanni is dedicated to fostering networking opportunities and supporting the technical growth and development of young professionals in the legal field.

  11. Brian Ogilvie

    Brian Ogilvie

    Consultant at Moore Stephens LLP

    Brian Ogilvie

    Brian Ogilvie

    Consultant at Moore Stephens LLP

    Biography:

    Brian Ogilvie FCCA CTA is a Chartered Certified Accountant and Chartered Tax Adviser, based in Brighton and Hove. He worked for a number of small and medium sized general practice firms in the Sussex area for over 15 years before establishing his own practice.

    In addition to practice work, Brian is also a freelance tax lecturer for, among others, ACCA, ICAEW, CIOT and leading accounting firm Moore Stephens LLP. He has also presented e-CPD and webinar training courses, and acted as examiner for the CIOT.

    Brian demonstrates draws on extensive experience of providing tax advice on various areas affecting the SME sector, using illustrative case studies to outline changes in tax legislation and practice.

  12. Rebecca Rose

    Rebecca Rose

    Associate at Macfarlanes

    Rebecca Rose

    Rebecca Rose

    Associate at Macfarlanes

    Biography:

    Rebecca advises on a wide range of UK and cross-border tax matters including real estate, finance, M&A, group tax planning and fund investment structuring.

    Rebecca has particular expertise in advising the real estate sector, with experience in investment structuring, the acquisition and disposal of real estate, the development of commercial and residential property as well as real estate financing.

    Rebecca is also a Chartered Tax Adviser and also contributes to Tolley's Property Taxation.

  13. Andrew Constable

    Andrew Constable

    Tax Partner at Moore Kingston Smith LL

    Andrew Constable

    Andrew Constable

    Tax Partner at Moore Kingston Smith LL

    Biography:

    Andrew Constable BA (Hons) FCA CTA is a tax partner at Moore Kingston Smith LLP. He joined the firm as a trainee accountant in 2004, and has specialised in tax since 2007. He became a partner in 2016. Andrew supports and advises businesses of all sizes and, in many cases, the owners of those businesses. He works with businesses in a variety of sectors, with professional firms and property being areas of particular focus. He sits on the CIOT’s Owner Managed Business Technical Committee and the ICAEW Tax Faculty’s SME Business Tax Committee.

  14. Alan Powell

    Alan Powell

    Principal at Alan Powell Associates

    Alan Powell

    Alan Powell

    Principal at Alan Powell Associates

    Biography:

    Alan Powell is a specialist excise duties consultant, formerly a Policy official within HMCE’s HQ teams and a Big 4 tax Team.


    He is an excise duties advisor to the Chartered Institute of Taxation, honorary advisor to the UK Warehousing Association, and founded the British Distillers Alliance as a conduit for consultation with, and representation to, Government bodies and to assist and advise on technical matters.


    He is a Chartered Tax Advisor, a Fellow of the Institute of Indirect Taxation, and sits on the high-level Joint Alcohol and Tobacco Consultative group with HMRC and the Indirect Taxes Committee of the CIOT.


    In his 65th year, he is trying to retire.

  15. Richard Dew

    Richard Dew

    Barrister at Corporate at 10 Old Square

    Richard Dew

    Richard Dew

    Barrister at Corporate at 10 Old Square

    Biography:

    Richard Dew's practice is a barrister, whose practice is focused on Wills, Estates and Trusts and related professional negligence. His practice is predominantly litigation, and he is frequently involved in large and complex claims. He also advises and represents in Court of Protection matters and provides expert advice in respect of tax and tax planning (principally capital taxation). Chambers UK 2014 describe him as having "superb powers of analysis," and that he "instantly impresses with his intellect. He is excellent with clients and is just as capable on his feet as when handling the paperwork." Previous editions say he is  a "'superb junior,' who combines strong academic credentials … with a flair for litigation and ADR". He is a member of STEP and ACTAPS. He is an author of Parker's Will Precedents and of Tolley's IHT Planning as well as a contributor to numerous books and articles.

  16. Joanne Chance

    Joanne Chance

    Senior Tax Manager, ForrestBrown

    Joanne Chance

    Joanne Chance

    Senior Tax Manager, ForrestBrown

    Biography:

    Joanne is a chartered accountant who brings with her seven years' experience at a Big Four accounting firm. As a Tax Manager at ForrestBrown, she advises a wide range of clients about the benefits of R&D tax incentives. Joanne also contributes to Tolley's Taxwise.

  17. Jordi Roca

    Jordi Roca

    Director of GD Global Mobility at Gesdocument

    Jordi Roca

    Jordi Roca

    Director of GD Global Mobility at Gesdocument

    Biography:

    Since 2006, Jordi is Director of GD Global Mobility, the division of Gesdocument (www.gesdocument.com/en), specialized in advising and managing international mobility and assist international businesses and individuals to get established in Spain.


    Jordi has a degree in Labor Relations at Universitat de Barcelona. Throughout his 19 years of experience advising major international corporations on global mobility issues, corporate and personal immigration laws and procedures in the European Union, Asia and America, he has been able to develop his professional skills in highly relevant companies such as PwC and E&Y.


    During his professional activity, he has gained experience in the field of expatriate taxation, payroll, and international social security. Due to his international activity, he’s member of the most important international associations in this field such as EURA, ERC Worldwide and he’s also Chairman of Expat SIG at Leading Edge Alliance (LEA), one of the world’s largest professional law firm associations.


    He was also an associate professor at both ESADE and ISDE, main business schools in Spain, and directs international conferences on expatriation issues related to Spain.


    He is also co-author of the Immigration Guide for Investors of the Ministry of Industry and Commerce.

  18. Ibrahim Moshood

    Ibrahim Moshood

    Senior Associate, International Tax & Transfer Pricing, Forvis Mazars LLP

    Ibrahim Moshood

    Ibrahim Moshood

    Senior Associate, International Tax & Transfer Pricing, Forvis Mazars LLP

    Biography:

    Ibrahim is a senior associate within the International Tax and Transfer Pricing practice at Forvis Mazars LLP UK where he is specialised in providing international tax and transfer pricing services to clients across multiple industries. He is a Nigerian qualified attorney with extensive experience of African tax regimes having practiced with both Big 4 and Chambers ranked law firms in Nigeria and South Africa.